Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

12

Positions

$606.0M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2015

CDW

WAIR

VMI

IRM

QRTEAXXXX

VRSN

CVA

CPLA

LVNTA

MMS

Others

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	UBNT	UBIQUITY NETWORKS	0.78%	148,203	$4,697,000	▼ -5.5%
2	CVA	COVANTA HOLDING CORP	8.25%	3,227,788	$49,998,000